Broadcom (AVGO) and Astera Labs (ALAB) are among Morgan Stanley's top semiconductor stocks for 2026, the firm said in a ...
Broadcom received another in a string of analyst upgrades today following last week's earnings report. The landing of OpenAI as an ASIC customer is causing a stir in the generative AI industry.
Broadcom is a leader in ASIC chipsets for AI, offering strong exposure to AI growth alongside a mature analog chip business. AVGO's recent financials show record sales and margin expansion, but the ...
On paper, they operate in the same markets, but in the stock market, they exist in separate spheres since the debut of ChatGPT in November 2022: ...
Monday's puts Broadcom shares on pace for their best day since April 9. The move in Broadcom comes as investors continue to push shares of Google-parent Alphabet higher. The two are related through ...
Broadcom remains an underappreciated AI leader with strong growth prospects and a dominant position in the ASIC market, despite recent volatility. The stock is still attractively valued, with robust ...
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs. Huang underscored ...
Broadcom Inc. (NASDAQ:AVGO) is one of the Trending AI Stocks on Wall Street’s Radar. On October 21, Mizuho reiterated the stock as “Outperform” and raised its price target to $435 per share from $430.
MediaTek is reportedly poised to replace Broadcom as Google's primary partner for developing its next-generation Tensor Processing Unit (TPU). While MediaTek has not commented on market speculation or ...
The "Custom SoC (ASIC) Market - Global Outlook & Forecast 2025-2030" report has been added to ResearchAndMarkets.com's offering. The Custom SoC (ASIC) Market was valued at USD 27 Billion in 2024, and ...